BW
FE icon

Bravera Wealth’s FirstEnergy FE Stock Holding History

Bravera Wealth’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.8K Hold
80
– – ﹤0.01% 316
2026
Q1 		$4.05K Buy
+80
New +$3.88K ﹤0.01% 353

Other funds holding FE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Bravera Wealth's FE Position: Q2 2026 in Review

Bravera Wealth held its FirstEnergy (FE) position steady in Q2 2026 at 80 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Bravera Wealth first reported a position in FE in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.05K in Q1 2026. 227 funds tracked by Wall St. Rank hold FE as of Q2 2026.

  • Bravera Wealth held 80 shares of FirstEnergy worth $3.8K as of Q2 2026.
  • Bravera Wealth left its FirstEnergy share count unchanged in Q2 2026.
  • FirstEnergy made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #316 holding.
  • Bravera Wealth first reported a position in FirstEnergy in Q1 2026 and has held it in 2 quarters since.
  • Bravera Wealth's FirstEnergy position peaked at $4.05K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.